Avon Lake, Ohio, United States
Innovative professional with finance background including 20+ years of equity compensation, 8+ years of Executive Compensation and 3+ years of general compensation experience. Skilled in balancing the needs of management, maintaining confidentiality and mobilizing cross-functional support in a logical manner to facilitate decision making in complex situations Utilizes excellent problem solving and organizational skills to timely deliver results in fast-paced environments while quickly learning new skills.
Subject Matter Expert with operational team of 5 managing Long Term Incentive Program, Deferred Compensation Plans, Executive Reimbursement Plans and Board of Director Compensation. Key Project was the operational spin-off of GE Healthcare for noted programs(completed January 4, 2023) working in conjunction with cross-functional teams in Finance, Digital Technology, Tax and Payroll. Managed vendor relations and spin-off programming with UBS (equity) and home-grown Executive Compensation Tracking System - ECA1.
In addition to duties outlined below, manages remaining payouts under Supplemental Saving and Deferred Compensation Plans inherited from prior parent, McGraw-Hill Financial at spin-off in 2013. Compensation Discussion & Analysis (CD&A) and related proxy tables continued through November 16, 2018 when the S-1 was pulled. managed the conversion of market data from MarketPay to Payfactors in Q1 2019. Manages vendor relations with Payfactors, external market data administrator including participating in quarterly business reviews, logistical system updates and testing software upgrades. In July 2021, completed acceleration and payout of all equity grants as well as closure and payout of SSP & DCP upon Apollo Global Management’s sale to Platinum Equity. Completed 280(G) calculations, documentation and voting with assistance of PwC and Paul Weiss.
Lead on Company’s Long-Term Incentive Plan, Board of Directors Compensation, Compensation Discussion and Analysis (CD&A) and related proxy tables for the Company’s S-1 updates and Monthly Capitalization Table Updates. Reviews the design and recommends changes to executive compensation programs and executes implementation of program modifications. Provides subject matter expertise and maintains a working knowledge of federal and state legislation and other regulatory governance that may affect executive compensation programs and policies. Provides Management and the Compensation Committee with updates of proposed regulations and their impact on the Company. Working on Certified Compensation Professional (CCP), Global Remuneration Professional (GRP) and Certified Executive Compensation Professional (CECP) Designations through World-at-Work. Maintains operational oversight of programs, related policies and the long-term incentive grant process. Completes compensation benchmarking for executive team. Managed the conversion of equity records from internal Cap Table spreadsheet to Solium Shareworks. Manages vendor relations with Solium, external equity plan administrator including monitoring service level agreements, participating in quarterly business reviews, logistical system updates and testing to comply with regulatory changes and software upgrades. Develops effective communications for global audience ranging from individuals to broad program participants. Interacts with MHE leadership and the Board’s Compensation Consultant regarding executive compensation programs and initiatives. Works with HR Business teams to provide assistance and/or solutions to compensation-related problems facing the organization or internal clients.
Director on various executive compensation related programs including equity compensation programs, Board of Directors meeting materials, compensation benchmarking, Compensation Discussion and Analysis and related proxy tables, non-qualified deferred compensation plans, perquisite programs and the international assignee program. Maintains operational oversight of programs, related policies and the long-term incentive grant process. Manages vendor relations with external equity plan administrator and deferred compensation plan administrator, including monitoring service level agreements, participating in quarterly business reviews, logistical system updates and testing to comply with regulatory changes and software upgrades. Reviews the design and recommends changes to executive compensation programs and executes implementation of program modifications. Provides subject matter expertise and maintains a working knowledge of federal and state legislation and other regulatory governance that may affect executive compensation programs and policies. Develops effective communications for global audience ranging from individuals to broad program participants. Interacts with ARW leadership regarding executive compensation programs and initiatives. Works with relationship management teams to provide assistance and/or solutions to compensation-related problems facing the organization or internal clients.
Acts as project lead on equity compensation programs, Compensation Discussion and Analysis and related proxy tables, non-qualified deferred compensation plans, and the international assignee program. Maintains operational oversight of programs, related policies and the long-term incentive grant process. Manages vendor relations with external equity plan administrator and deferred compensation plan administrator, including monitoring service level agreements, participating in quarterly business reviews, logistical system updates and testing to comply with regulatory changes and software upgrades. Reviews the design and recommends changes to equity and deferred compensation programs and executes implementation of program modifications. Provides subject matter expertise and maintains a working knowledge of federal and state legislation and other regulatory governance that may affect executive compensation programs and policies. Develops effective communications for global audience ranging from individuals to broad program participants. Interacts with HR leadership regarding equity and deferred compensation programs and initiatives. Works with relationship management teams to provide assistance and/or solutions to compensation-related problems facing the organization or internal clients.
Provide Equity and Executive Compensation Consulting Services to Clients.